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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2013-08-01 |
Branch Locations
201 N. New York Avenue 3Rd Floor, Winter Park, FL 32789 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Orlando | FL | 08/2013 | Present |
1) LONGWOOD LAKES LLC - RENTAL PROPERTY; INVESTMENT RELATED; LONGWOOD CA - 18% OWNER. START: 5/14/2013. 0 HRS PER MONTH. DUTIES: NONE. /// 2) JFS TOWERS LLC; INVESTMENT RELATED; ORLANDO, FL; INVEST IN THE DEVELOPMENT OF CELL TOWERS; 20% OWNERSHIP; START DATE 2011; 0 HRS PER MONTH. /// 3) DOUGLAS POINTE FLORIDA, LTD / 704 S. HIGHWAY 17-92 LONGWOOD,FLA 32750 / PARTNERSHIP/ REAL ESTATE / BUY AND LEASE OFFICE BUILDINGS / PARTNER / START DATE 10/30/1996 /// 4) Atlantic Telecom Group, LLC / 250 E. Colonial Drive, suite 300 orlando,fla 32801 / Other/ Real Estate / buy and sell real estate / Partner / / write occasional check. / Start Date 02/03/2017
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1980-06-16 |
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